ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 185 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,003 | -4.3% | 3,705 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $230,975 | +11.1% | 3,705 | -1.3% | 0.02% | +7.1% |
| Q1 2023 | $207,872 | -17.2% | 3,755 | -27.8% | 0.01% | -26.3% |
| Q3 2022 | $251,000 | -5.3% | 5,200 | -1.9% | 0.02% | -5.0% |
| Q2 2022 | $265,000 | -23.0% | 5,300 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $344,000 | -12.0% | 5,300 | -2.8% | 0.02% | -16.0% |
| Q4 2021 | $391,000 | +9.5% | 5,450 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $357,000 | -3.3% | 5,450 | -4.4% | 0.02% | 0.0% |
| Q2 2021 | $369,000 | +12.2% | 5,700 | +400.0% | 0.02% | 0.0% |
| Q1 2021 | $329,000 | -0.3% | 1,140 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $330,000 | +5.8% | 1,140 | -2.1% | 0.03% | -7.1% |
| Q3 2020 | $312,000 | +14.3% | 1,165 | 0.0% | 0.03% | +12.0% |
| Q2 2020 | $273,000 | +26.4% | 1,165 | 0.0% | 0.02% | +13.6% |
| Q1 2020 | $216,000 | -10.0% | 1,165 | +1.7% | 0.02% | +83.3% |
| Q4 2019 | $240,000 | +9.1% | 1,145 | -0.4% | 0.01% | +33.3% |
| Q3 2019 | $220,000 | -21.1% | 1,150 | -21.0% | 0.01% | -18.2% |
| Q2 2019 | $279,000 | +4.1% | 1,455 | -0.7% | 0.01% | +10.0% |
| Q1 2019 | $268,000 | +13.1% | 1,465 | -2.0% | 0.01% | 0.0% |
| Q4 2018 | $237,000 | -36.1% | 1,495 | -25.1% | 0.01% | -16.7% |
| Q3 2018 | $371,000 | +15.6% | 1,995 | +8.4% | 0.01% | +20.0% |
| Q2 2018 | $321,000 | +9.6% | 1,840 | +2.8% | 0.01% | 0.0% |
| Q1 2018 | $293,000 | +4.6% | 1,790 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $280,000 | +6.9% | 1,790 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $262,000 | – | 1,790 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
| Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
| FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
| Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
| Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
| Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
| Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
| Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
| Surevest, LLC | 81,878 | $4,101,000 | 1.08% |